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​Allport Cargo Services Limited Retirement and Death Benefits Scheme (CAS-57117-Z8M8)

Complainant: Mr D
Complaint Topic: Transfers: general
Ref: CAS-57117-Z8M8
Outcome: Not upheld
Appeal outcome: None
Respondent: Entrust Pension Limited
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold Mr D’s complaint and no further action is required by Entrust.  

Complaint summary

Mr D complained that:- 

  • His cash equivalent transfer value (CETV) of £236,279 calculated on 20 December 2016 by KPMG, the Scheme administrator, on behalf of Entrust, the Scheme trustee, was too low.  

  • If he had transferred his pension rights from the Scheme in mid to late 2018 instead of on 15 February 2017, his CETV would have been significantly higher. 

  • In January 2019, Entrust refused his request for KPMG to provide him with details of how his CETV of £236,279 had been calculated.

View determination

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